DFLV icon

Dimensional US Large Cap Value ETF

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.91% more ownership

Funds ownership: 84.01%84.93% (+0.91%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

37% less call options, than puts

Call options by funds: $341K | Put options by funds: $540K

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$540K
Net Calls
Net Calls Change

Top Sellers

1 -$11.3M
2 -$7.51M
3 -$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
276
Fidelity Investments
Massachusetts
$48.8K
DF
277
DecisionPoint Financial
Arizona
$38K
CTWM
278
Cherry Tree Wealth Management
Minnesota
$33.8K
GTAM
279
Global Trust Asset Management
Florida
$32.4K
TWM
280
Topsail Wealth Management
North Carolina
$29.7K
PCA
281
Providence Capital Advisors
North Carolina
$26.3K
CA
282
Clearstead Advisors
Ohio
$22.6K
EWA
283
EverSource Wealth Advisors
Alabama
$21.7K
SRCM
284
Signature Resources Capital Management
California
$20.2K
VWM
285
Vermillion Wealth Management
Minnesota
$18.9K
HI
286
Harbour Investments
Wisconsin
$18.6K
ETC
287
Exchange Traded Concepts
Oklahoma
$11.7K
TCM
288
TruNorth Capital Management
Michigan
$11.1K
PMIM
289
Prudent Man Investment Management
Colorado
$7.21K
CWP
290
Concord Wealth Partners
Virginia
$5.1K
Simplex Trading
291
Simplex Trading
Illinois
$1K
RDFA
292
Ritter Daniher Financial Advisory
Ohio
$187
LW
293
Lauer Wealth
Indiana
VF
294
Vawter Financial
Ohio
Goldman Sachs
295
Goldman Sachs
New York
TC
296
TownSquare Capital
Utah
CAM
297
Clark Asset Management
New Hampshire
M
298
MATAURO
New York
JFGLC
299
Johnson Financial Group LLC (Colorado)
Colorado
AWM
300
Avondale Wealth Management
Texas